About Us

Established in 2002, Capstone Financial Planning provides a flexible range of authorisation solutions and business support services to accountants and financial advisers Australia-wide.


Capstone provides a wide range of back office services including; professional compliance standards, technology, marketing and communications, training, and business development.


Capstone’s authorisation options and support services are perfectly suited to accountants who prefer an alternative to licensees that have bank or institutional ownership.


To find out more, please feel welcome to contact Capstone.


Capstone Financial Planning Pty Ltd
AFSL No 223135
ABN 24 093 733 969


Level 14, 461 Bourke Street
Melbourne VIC 3000


P: (03) 8622 0700
F: (03) 8622 0799


1300 306 900

What our clients say about us